Calvin Leonard
Calvin Leonard is a registered investment advisor at The Fiduciary Alliance, based in Mountain Home, AR, with 1 years of industry experience. Calvin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 8,964 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00%, and fees are negotiable. Certain alternative investments may also involve a performance-based fee or carried interest of up to 25% of profits above a threshold.
Fee Estimator
Location
701 South Street, Suite 100, Mountain Home, AR, 72653
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Calvin is an insurance producer with McKellar & Co, an investment-related business. This activity takes nearly full-time hours.
Employment History
Current Registrations
The Fiduciary Alliance
Previous Registrations
Forthright Capital Advisory
The Fiduciary Alliance
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Lawrence Mcgrath, CFPLPL Financial LLC
- Clint Morris, CFPArvest Wealth Management
- Joshua Willard, CFPLPL Financial LLC
- Logan Stone, CFP
- Kent Rhoades, CFP
- Geoffrey Smith, CFPEdward Jones